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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,124 | $177,595-71.8% | $148,496-66.2% | $198,609-74.8% |
| Participation rate | 95.0% | 79.3%+15.7pp | 76.0%+19.0pp | 82.4%+12.6pp |
| Annual return | 10.24% | 9.97%+0.3pp | 12.33%-2.1pp | 202.70%-192.5pp |
| Employer contribution / active EE | $11,311 | $4,098+176.0% | $3,497+223.4% | $5,055+123.7% |
| Participant deferral / active EE | $0 | $5,539-100.0% | $4,808-100.0% | $6,977-100.0% |
| Admin fee / account holder | $4,159 | $27,010-84.6% | $19,547-78.7% | $19,030-78.1% |